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SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
SLC MANAGEMENT
WELLESLEY HILLS, Massachusetts
·
1 registered advisor
·
CRD# 109684
SEC# 801-39938
4
781-446-1903
01
Firm Overview
AUM
$69.5B
Regulatory assets under management
Employees
220
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: COST, COST PLUS PERCENTAGE
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
1 registered advisor
Amy Susan Marjani
WELLESLEY HILLS, Massachusetts
CRD# 2420495
05
Office Locations
WELLESLEY HILLS, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC (CRD# 109684) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.